The Monthly Barometer is an analytical and predictive monthly newsletter that distills into one page those macro issues relevant to time-starved decision-makers.
It has been in existence since 2007 and, to date, its track-record is impressive. It is written by a small research team and benefits from the regular input of several hundred key opinion-leaders. A great deal of intellectual and methodological rigour lies behind its compilation. However, its style remains straightforward to read and easy to digest.
MESSAGE FROM THE CO-FOUNDERS
We live in an era of mounting complexity and information overload, in which it is increasingly difficult to distinguish the signals from the noise. In such a context, trying to identify the most relevant analysis tends to resemble “drinking water from a fire hydrant”.
Our strength is to focus on reducing complexity by conveying a simple (but not simplistic) and succinct message.
In less than two minutes each month, readers are able to:
- grasp the complexity of the world;
- better connect the dots; and
- get a sense of where the world is heading.
Our subscribers include private investors, business executives, and leading opinion-makers, all of whose time is severely constrained.
NEXT MONTH'S "MUST-WATCH" ISSUES (FROM THE LAST MONTHLY BAROMETER)
In the coming weeks, “must-watch” issues include: (1) What President Trump does and does not do, particularly in trade, tax cuts, infrastructure spending and deregulation; (2) Whether USD strength will endure; (3) China, still at the epicentre of global economic and financial stress, has credit growth well beyond the level considered safe with bank assets that now amount to 312% of GDP; (4) Divergence within the Eurozone – hidden by reasonable aggregate performance, European forthcoming elections and Russia’s efforts to destabilize Western Europe; (5) The vast array of growing geopolitical and societal risks, with a focus on global rising populism - a source of policy unpredictability. For real-time / in-depth analysis on any of these, please contact us.